1. My Start Page
Remember Me
Haven't registered?

In The News

Display by:

By Latest Article

Trusts & Estates

Managing Trusts in a Mad, Mad, Mad, Mad World

Finding flexibility in the fiduciary toolbox

February 6, 2014
Download PDF
 

Managing Trusts

Live at the 48th Annual Heckerling Institute, Paul S. Lee, National Managing Director, Bernstein Global Wealth Management, discusses his upcoming article on managing trusts being published in Trusts & Estates.

January 14, 2014
Video
 

SRR

Goldilocks Estate Planning: Not Too Little, Not Too Much

You don’t want to give away assets that might ultimately be sheltered from the estate tax—that would be overplanning. The American Taxpayer Relief Act (ATRA) sets the estate tax exclusion at $5.25 million this year and indexes this amount for inflation in future years. In this new landscape, there’s a growing need for Goldilocks estate planning: neither too little nor too much.

November 1, 2013
Download PDF
 

The CPA Journal

Finding Better Investment Trade-Offs: New Solutions for Mitigating Risk

Stocks and bonds still make a great portfolio pairing, but the combination may no longer be enough to provide a desired return without unacceptable investment risk. In this article from the September CPA Journal, three of our senior investment professionals dig deeply into risk control, focusing on an integrated, holistic solution.

September 30, 2013
Download PDF
 

Trusts & Estates

Financing Long-Term Care Expenses
Thomas J. Pauloski
National Managing Director—Wealth Management Group

Long-term care can be costly, and many people are unsure how to prepare to pay for it, should it become necessary. Should they self-insure? Should they buy a long-term care policy from an insurance company? Are there other options?

September 1, 2013
 

Trusts & Estates

Financing Long-Term Care Expenses

Long-term care can be costly, and many people are unsure how to prepare to pay for it, should it become necessary. Should they self-insure? Should they buy a long-term care policy from an insurance company? Are there other options?

September 1, 2013
Download PDF
 

The CPA Journal

Tapping into Social Security

When is the best time to take your Social Security benefits? The common wisdom is to wait as long as possible, but our research suggests that determining the optimal timing for you is more complicated.

February 1, 2013
Download PDF
 

Investment Advisor

Equity Investing ‘Remains Very Much Alive’

Investors have been cutting exposure to equities and other risk assets for years. Kurt Feuerman, Chief Investment Officer of Select Equities, discusses opportunities within the post-crisis rebound, and why it’s necessary for investors to change their mindset on equities.

January 21, 2013
News Story
 

Private Asset Management

Dynamic Asset Allocation

The genesis of Dynamic Asset Allocation--our newest research-driven tool for portfolio risk management—and its successful implementation in a volatile year.

June 20, 2011
Download PDF